SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: John Pitera who wrote (19476)6/27/2017 6:14:09 PM
From: John Pitera  Respond to of 33421
 
OX and me talking on his Effective Collaboration thread.

Message 31162414

To: The Ox who wrote (5218)6/27/2017 12:02:00 PM
From: John P Read Replies (2) of 5226
Hi Ox, very time mention of the auto parts companies... that we had discussed as shorts back on April 10th.

Message 31162409

Message 31065484

Your portfolio reversal looks highly interesting.

John


------------------------------------------------------------------------------------------------------

Message 31162488


To: The Ox who wrote (5222)6/27/2017 5:58:52 PM
From: John P of 5226
Hi OX, thanks.... AMBA was a mo-mo stock based on them selling to GPRO and GPRO's sales
were collapsing....

I found a post with a chart on it.... if I looked a little more I would find the post where I initially talked about that
trade... I believe I had a chart on it as well.

AMBA would keep showing up on stockcharts most active chart list each day.... sometimes I will talk about a
market or a stock where I see something that seems so obvious and overdone... or is so ripe.. that it
gets me kind of annoyed that the market is mis pricing something so egregiously... and I get compelled to
comment.

and then there is the stuff I get totally wrong!! -vbg-.... stop losses / money management should eliminate that from
hurting one to badly. As well as the 2% rule that GZ and I have been bantering on about over the past month or so on his thread.
Message 30202164

NVDA has had an AMBA type of run up... but the difference is they have a really incredibly diversified,
expanding businesses in 3/4 of the hottest areas in A.I. machines learning.. autonomous driving and more.

NDVA is going to be one heck of a ride up ... down............... up for as far out as I can see.

you were and are absolutely on the legitimate price to growth type valuation that AMBA deserves.

John